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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,808 | $86,701-50.6% | $73,309-41.6% | $125,389-65.9% |
| Participation rate | 50.0% | 78.6%-28.6pp | 74.9%-24.9pp | 83.2%-33.2pp |
| Annual return | 0.17% | 2.78%-2.6pp | 5.67%-5.5pp | 282.24%-282.1pp |
| Employer contribution / active EE | $1,123 | $4,152-73.0% | $3,237-65.3% | $4,866-76.9% |
| Participant deferral / active EE | $1,884 | $5,549-66.0% | $4,991-62.3% | $5,352-64.8% |
| Admin fee / account holder | $25 | $7,768-99.7% | $5,635-99.6% | $9,541-99.7% |